Sending Onboarding forms

(for Onboarding company configuration info see here) 

Once your Onboarding forms have been created and entered in TAM you will be able to start sending forms to applicants and managing the Onboarding process.

To send forms simply click on the Onboarding icon on the applicant's page.

You will be directed to the Onboarding page which will display the status of all forms for that applicant, as well as allow sending any new forms.

To send forms, you can choose a single form or a package of forms. Once you select any forms TAM will search those forms to find what information is needed before sending to the applicant. You will then need to fill in the required fields, and the optional fields if desired. Any company-wide information you enter will be saved so you don't have to enter it every time.

Finally, you may load an email template to send to the applicant. The applicant receives this email first before being asked to complete any forms, so the purpose here is to let the applicant know what the process is. TAM provides a basic template called Onboarding. When you create your own template you should name it Onboarding so that it will be automatically loaded here. You can of course create as many templates as you need, and load the proper template here.

Once you're ready just hit Send.

The applicant will immediately receive the email you have entered above. TAM will append some additional information to the bottom of your email listing the forms the applicant will be receiving.

TAM will then begin sending all listed forms out to the correct parties. When possible multiple forms will be bundled into one form for easy signing, but this is not always possible due to the order of the signatures required. The order of the signatures is determined when we create the initial form. TAM will route the forms through each recipient as they are signed.

Each recipient will receive an email like this:

Clicking on the link will take the applicant to their Onboarding page.

We use a service called HelloSign to manage the actual forms and signatures. When clicking on Review & Sign the recipient will be taken to the form. The process will step the signer through each field with all required fields highlighted in red. Once all required fields are complete and the form is signed, the I Agree button will turn the blue and the form can be completed and submitted.

If the signer is not the applicant (generally a TAM user) they will be taken to the following landing page.

If the signer is the applicant they will be taken to a landing page with a link to their TAM Onboarding page.

Using this link they can review the status of their forms and download them if desired. TAM users can of course view progress and download forms from within TAM.